Stitch Fix Inc
NASDAQ:SFIX
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Stitch Fix Inc
NASDAQ:SFIX
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Stitch Fix Inc
Stitch Fix, Inc. is an online personal styling service that delivers personalized fixes of apparel and accessories to men, women and kids. The company is headquartered in San Francisco, California and currently employs 11,260 full-time employees. The company went IPO on 2017-11-17. The firm operates primarily in the United States and United Kingdom. The firm delivers one-to-one personalization to its clients through the combination of data science and human judgment. The firm serves its clients in categories, such as women's, petite, maternity, men's, kids, and plus. The company uses data science throughout its business, including to style its clients, offer personalized direct buy options, predict purchase behavior, forecast demand, optimize inventory, and design new apparel. The firm leverages its data science through a custom-built, Web-based styling application. Its clients can purchase directly from its Website or mobile application based on a personalized assortment of outfit and item recommendations. The firm also provides a direct-buy offering that allows clients the flexibility of purchasing items outside of a Stitch Fix stylist (Fix).
Stitch Fix, Inc. is an online personal styling service that delivers personalized fixes of apparel and accessories to men, women and kids. The company is headquartered in San Francisco, California and currently employs 11,260 full-time employees. The company went IPO on 2017-11-17. The firm operates primarily in the United States and United Kingdom. The firm delivers one-to-one personalization to its clients through the combination of data science and human judgment. The firm serves its clients in categories, such as women's, petite, maternity, men's, kids, and plus. The company uses data science throughout its business, including to style its clients, offer personalized direct buy options, predict purchase behavior, forecast demand, optimize inventory, and design new apparel. The firm leverages its data science through a custom-built, Web-based styling application. Its clients can purchase directly from its Website or mobile application based on a personalized assortment of outfit and item recommendations. The firm also provides a direct-buy offering that allows clients the flexibility of purchasing items outside of a Stitch Fix stylist (Fix).
Revenue: Revenue $341.3M, up 9.4% YoY and ahead of outlook; Q2 marked the fourth consecutive quarter of YoY revenue growth.
Profitability: Adjusted EBITDA $15.9M (4.7% margin); contribution margin stayed above 30% for the eighth straight quarter; gross margin 43.6%.
Client metrics: Active clients 2.3M (in line with expectations); revenue per active client $577, up 7.4% YoY; new-client 3-month LTVs up and 90-day LTV +5% YoY.
Assortment & categories: Strong category gains (footwear +33%, sneakers +46%, accessories +51%, activewear/athleisure +37%, special occasion +46%); private brands each up >35%.
AI & product innovation: AI features like Stitch Fix Vision are driving engagement (75% return usage) and >100% lift in Freestyle spend over 90 days for users.
Balance sheet & inventory: Cash & investments $240.5M, no debt; inventory $122.1M, up 11.4% YoY reflecting investments to meet demand.
Outlook: FY '26 revenue guide $1.33B–$1.35B; FY adj. EBITDA $42M–$50M; Q3 revenue guide $330M–$335M and Q3 adj. EBITDA $7M–$10M; expect to be free cash flow positive for the year.
